What do you need to do right now?
The morning runs in this order. Start at the top.
The 8:00 Meeting
How the morning Customer Opportunity Review runs — one hour, four questions, and a named action on every open customer. Start here.
Run the meeting → Managers · access key requiredStore Opportunity Boards
Each store's own morning review and follow-up board — who came in, who turned into a deal, and who is still waiting on a call. All ten rooftops.
Choose a store →Opportunity Review Assistant
Paste a customer from the CRM and get the full review back, with this morning's list waiting on the left.
Open the Assistant → Managers · access key requiredVisit Tracker & Sold Ticker
The group board — every rooftop's visits, sold units, and which rooms ran their review.
Open the group board → EveryoneVideo Library
Training clips from Todd — short, watchable on the floor, organized by topic.
Watch → LeadershipLeadership Review
The current project update under review, all past updates, and the team's feedback — one page.
Open →Not sure which door? If it's 8:00 and you're running the meeting, it's the top two. If you're working a customer, it's the Opportunity Review Assistant. If you're reading the group's numbers, it's the Visit Tracker (managers — it will ask for your manager access). Everything here is internal, for Cam Clark teams only.